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AI Inference Silicon

Inference silicon runs trained models in production rather than training them, and rewards throughput per watt over raw peak performance. It is a distinct design problem from training, and has drawn in custom accelerator designers alongside the incumbent chip vendors.

7 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
151
Guggenheim Capital
Guggenheim Capital
Illinois
$82.9M +$7.71M 2 0.7% Increased
152
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$82.6M +$1.53M 1 0.62% Increased
153
ORIO
Old Republic International (ORI)
Illinois
$81M $0 1 2.59% Maintained
154
Storebrand Asset Management
Storebrand Asset Management
Norway
$80M +$11.6M 1 0.41% Increased
155
Nordea Investment Management
Nordea Investment Management
Sweden
$79.7M +$501K 1 0.12% Increased
156
Jane Street
Jane Street
New York
$79.7M -$6.28K 2 0.03% Reduced
157
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$79.4M +$1.4M 3 0.17% Increased
158
Tocqueville Asset Management
Tocqueville Asset Management
New York
$79M +$20.5M 1 1.49% Increased
159
STRS Ohio
STRS Ohio
Ohio
$74.6M +$113K 2 0.32% Increased
160
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$74.3M +$50.4M 1 0.12% Increased
161
American Century Companies
American Century Companies
Missouri
$73.1M -$25.7M 1 0.06% Reduced
162
Robeco Schweiz
Robeco Schweiz
Switzerland
$72.5M -$3.69M 2 1.17% Reduced
163
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$72.1M -$8.39M 1 0.2% Reduced
164
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$71.8M +$2.49M 1 0.74% Increased
165
Mariner
Mariner
Kansas
$68.4M +$1.49M 2 0.2% Increased
166
Candriam SCA
Candriam SCA
Luxembourg
$68.3M -$41.6K 2 0.47% Reduced
167
Russell Investments Group
Russell Investments Group
United Kingdom
$68.1M +$7.22M 2 0.13% Increased
168
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$67.7M +$462K 1 0.38% Increased
169
Regions Financial Corp
Regions Financial Corp
Alabama
$66.1M -$1.02M 1 0.59% Reduced
170
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$65.2M -$37.9K 1 0.36% Reduced
171
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$65.1M +$31.9M 2 0.28% Increased
172
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$64.7M +$29.7M 2 0.28% Increased
173
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$63.8M -$3.47M 1 0.66% Reduced
174
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$63.4M +$11M 2 1.74% Increased
175
Osaic Holdings
Osaic Holdings
Arizona
$63.2M -$255K 2 0.12% Reduced